How do I make sure the attachments on my invoices go with email
You can send an invoice with an attachment to an email address. Just to make sure that the “Attach to email” box is checked with the attachment that goes with the invoice.
Transaction reference numbers help you easily identify transactions. QBO will automatically assign transaction numbers in sequence. But if you want to change the starting custom transaction number of your own, you can do so. You would want to turn the company settings ON once, assign a custom number and turn it OFF again so that QBO can identify number sequence based on the last transaction number.
A separate number sequence appears on:
For Statements, QBO will automatically control the numbers that reference identify so you can’t change it.
QBO lets you customize your transaction numbers.
How do custom transaction numbers work?
When you turn ON custom transaction numbers:
When you turn OFF custom transaction numbers:
To turn custom transaction numbers ON or OFF from the company settings:
Click the Gear icon at the upper right corner > Your Company > Account and Settings).
For customer transaction numbers on sales forms:
Click “Sales” on the left, and then click the edit icon for “Sales form content”. Select the “Custom transaction numbers” checkbox, and click Save.
For custom numbers on purchase orders:
Click Expenses on the left, and then click the edit icon for Purchase orders. Click the “Use purchase orders” checkbox. Select the “Custom transaction numbers” checkbox, and click Save.
To reset your transaction numbers again:
|XERO - Alternative to QuickBooks|
|SAGE 50 Accounting|
Click here for the blog article.
To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated.
Here’s how to do it: